Track a shipment that is en route

Acctivate allows you to automatically track packages that are being shipped on a common carrier that gives typical web access for package tracking. This is done by adding the tracking number and shipper information into the order.

Within Acctivate there are two ways to access tracking information from the Sales Order window.

Moreover, if you are using the Shipping Workstation Interface add-on module, Acctivate will even pull this information into the system for you. Either way, once an order is invoiced, that invoice is used at the central location to track the shipment.

Tracking a shipment that is en route:

  1. Open the Sales Order window by selecting Sales > Sales Order on the menu bar.
  2. To find the specific order you want to track use the Lookup button, which is next to the Order Number field.

Tracking a shipment in the Packages tab

  1. After an order is selected, go to the Packages tab, which will display details about shipments processed by the Shipping Workstation or packed using the Packaging Manager.A tracking number must be present (which should have been entered when the invoice was released at the time of shipment) among this information in the Tracking Number field, in order to track the order.
  2. In the Tracking Number field, double-click the provided tracking number or select the data grid row and click the Track Package button from the window’s toolbar.Your shipping provider’s website (UPS or FedEX) will open, which will display all the information for that specific tracking number.

Tracking a shipment through the invoice

  1. After an order is selected, go to the Invoices tab, which will display all the invoice information for the specific order.A tracking number must be present (which should have been entered when the invoice was released at the time of shipment) among this information in the Tracking Number field, in order to track the order.
  2. In the Tracking Number field, double-click the provided tracking number, which will bring up the Customer Invoice window.
  3. In the Customer Invoice window, click the Track Package button at the top of the window.
  4. The Track Package Delivery button will take you to your shipping provider’s website (UPS or FedEX), which will display all the information for that specific tracking number.
Posted in Sales - Last modified on August 11, 2016Lauren Stine
Still need help?
Search all content on this site, contact support at 817-870-1311, or create a support request.